Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has been involved with the Community Synagogue of Rye since 2016. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and unified managed accounts. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network supporting diverse investment strategies.

Steve Shepherd is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial from 2014 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Erik Stevens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Raymond James, he worked at Citigroup for eight years. He is also involved with Hendel Wealth Management Group as a financial advisor serving existing clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Schmidt is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Schmidt is also involved in insurance sales, including variable universal life, disability, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and access to a range of managed account strategies and third-party investments.

Vincent Smith is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the University of Rhode Island, Distinctive Consulting LLC, and NY Invent Co. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Andrew Mullane is a CFP® certified financial advisor with 18 years of industry experience. He is currently with Cetera and has previously worked at Sterne Agee Investment Advisor Services and Wrp Investments. Mullane is also vice president of Omnia Financial, LLC, a firm focused on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Charles G Healy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, as well as prior positions at Scottrade Investment Management and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting using a process supported by centralized due diligence and a combination of quantitative and qualitative research.

Christa Pinero is a financial advisor at Merrill with 25 years of industry experience and holds Series 63 and Series 65 designations. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Rosoff is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is president of Omnia Financial, LLC, which focuses on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services with a multi-manager platform, managing over $256 billion in assets.

Mark Badami is a CFP® with 30 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He is president of the Financial Planning Association of Long Island chapter and operates a cosmetic enhancement center as an owner/investor. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers using firm-approved tools and collaborative planning methods.

Kyle Nielsen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A., where he remains employed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG eligibility in its recommendations.

Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group for 19 years. Outside of his advisory role, he coaches hockey for the Peconic Hockey Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Ian Rubin is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. His prior roles include a year at Equitable Advisors and several positions unrelated to financial services. Outside of his advisory work, he coaches volleyball teams, including a club team at Sportime Clubs. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC and was previously at Ameriprise Financial Services, Inc. for 19 years. Martino serves on the board of the Boy Scouts of America Suffolk County Council and is CEO of MBPG Assoc Inc., a financial advisory firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

John Thomson Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including AXA Advisors and Mass Mutual Life Insurance Company. Thomson is also involved in outside fixed insurance sales, focusing on servicing existing clients and renewals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.